PATH Investing Framework™ – 5 Week Program

Your Investment Journey

Investing is not about chasing random opportunities. It is about building clarity, understanding how different asset classes behave, and learning how to make decisions within a structured framework. This programme guides you through that journey one step at a time.

Course Content

PLAN: FINANCIAL FOUNDATIONS
Why Most People Never Start – The Real Barriers
1 Quiz
Lesson 1 Quiz
Why Goals Come First – The Clarity Principle
1 Quiz
Lesson 2 Quiz
Understanding Your Current Financial Position
1 Quiz
Lesson 3 Quiz
Net Worth — The Number That Tells You Everything
1 Quiz
Lesson 4 Quiz
The Emergency Fund — Your Investment’s Best Protection
1 Quiz
Lesson 5 Quiz
Your Debt Position Before Wealth-Building
1 Quiz
Lesson 6 Quiz
Income Strength and Cash Flow Readiness
1 Quiz
Lesson 7 Quiz
The Investor Readiness Self-Assessment
1 Quiz
Lesson 8 Quiz
Defining Your Investment Destination
1 Quiz
Lesson 9 Quiz
Creating Your Personal Investment Blueprint
1 Quiz
Lesson 10 Quiz
ACT MODULE 1 INVESTING IN UNIT TRUSTS
ACT Module 1 • Lesson 1 Introduction to Unit Trusts
ACT Module 1 • Lesson 2 Types of Unit Trusts in Zambia
ACT Module 1 • Lesson 3 Evaluating Unit Trust Performance
ACT Module 1 • Lesson 4 How to Invest in Unit Trusts
ACT Module 1 • Lesson 6 Index Funds vs Active Management
ACT Module 1 • Lesson 7 Tax Implications and Distributions
ACT Module 1 • Lesson 8 Building a Unit Trust Portfolio
ACT Module 1 • Lesson 9 Redeeming, Switching, and Managing Your Fund
ACT Module 1 • Lesson 10 Year 1 Snapshot and 90-Day Action Plan